Mark Anthony Rossbach
Investment adviser representative at Great Valley Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
Are you Mark Anthony Rossbach? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Great Valley Advisor Group, LLCFeb 2025 to now
- LPL Financial LLCNov 2021 to now
- Maryland Financial Group, Inc.dbachesapeake Financial PlannersNov 2021 to now
- MML Investors Services, LLCMar 2017 to Nov 2021
- Massmutual Life Insurance CompanyJul 2016 to Nov 2021
- Metlife Securities, IncFeb 2012 to Mar 2017
- Msi Financial Services, Inc.Feb 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MD).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2027262
- Firm CRD
- 123913